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Self managed super funds: current issues

Published on 16 Mar 2000 | Took place at Leonda on the Yarra, VIC

SLAA 3 and 4 are now legislation. There have been significant changes to these rules compared to their original annoucements. New tests were legislated in SLAA 3 and new investment rules announced. This seminar examines the recent rules with practical examples.

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Individual sessions

Investments and acquisitions by superannuation funds

Author(s):  Gary RIORDAN This paper addresses the impact of Superannuation Legislation Amendment Act 4 on self managed super funds. SMSF's have to be very careful when dealing with related party investments. Each geared unit trust will have to make an election prior to 22 December, 2000 between the two transitional rules for making further investments in a related unit trust. The paper provides a summary of the new rules with numerous practical examples.

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The new member / trustee rules - SLAA 3

Author(s):  Murray COULTHARD This paper addressses the impact of Superannuation Legislation Amendment Act 3 on self managed super funds. Most SMSF's have limited time to satisfy the new tests in SLAA3. SMSF's recently set-up have to comply with these rules upon their establishment. The paper distils the essential rules that practitioners must be on top of to ensure they properly guide their clients through the regulatory maze ahead.

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The Impact of Tax on SMSFs from mid 2000

Author(s):  Ross Stephens This powerpoint presentation provides an overview of self-managed super funds and how they will relate to CGT changes, ABNs, PAYG, GST, pension funds and refundable franking credits

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